Post Closing Coordinator

The Homeowner Services Post-Closing Coordinator supports partner families across the full Habitat homeownership lifecycle — from application through settlement and long-term homeowner success. Operating within the One Habitat model, this role strengthens continuity, coordination, and financial readiness by supporting applicant processing, financial documentation, settlement preparation, post-closing engagement, and QLO-aligned loan processing functions.
Working collaboratively across departments, this position helps ensure a seamless experience for partner families while supporting organizational compliance, risk mitigation, and sustainable homeownership outcomes.

Primary Duties and Responsibilities

Partner Family Lifecycle Support
* Process incoming applications in collaboration with Homeowner Services staff
* Review applications for completeness, accuracy, and program alignment
* Request supplemental documentation as needed
* Prepare and distribute approval, denial, or incomplete application correspondence
* Support families through pre-selection, selection, and interview processes
* Maintain accurate and organized partner family records

Financial Readiness & Stability Monitoring
* Collect, track, and maintain financial documentation throughout a family’s program tenure
* Maintain up-to-date financial and contact records within Homekeeper
* Conduct regular check-ins to support financial readiness and program compliance
* Monitor documentation for consistency, changes, or emerging concerns
* Alert Homeowner Services leadership of significant income, credit, or eligibility risks
* Track progress toward settlement milestones and timelines

Settlement Coordination & Integration
* Support families’ transition from program participant to homeowner
* Prepare, organize, and track settlement-related documentation
* Coordinate settlement activities with internal departments and external partners
* Monitor timelines, dependencies, and readiness indicators
* Maintain compliance with loan origination and settlement requirements
* Participate in required trainings and compliance updates

QLO-Aligned Loan Processing & Compliance Support
(Support role; does not replace designated QLO authority unless otherwise assigned)
* Assist with collection and verification of borrower financial documentation
* Maintain accurate loan files and supporting documentation
* Support preparation of loan origination and settlement documentation
* Track required disclosures and compliance checkpoints
* Coordinate with internal finance staff and external lending partners
* Enter and update loan-related data within homeowner and loan management systems
* Monitor loan readiness and closing timelines
* Escalate discrepancies, missing documentation, or compliance concerns
* Maintain awareness of applicable lending and program requirements
* Complete required loan origination and compliance training

Post-Closing Homeowner Support
* Serve as a primary contact for settled Habitat homeowners
* Respond to homeowner inquiries via phone and email
* Escalate issues or concerns to appropriate departments as needed
* Support post-closing documentation and record verification
* Assist with administrative transitions such as billing, servicing, or account updates
* Conduct outreach regarding resources, programs, and homeowner events
* Maintain accurate homeowner records within Homekeeper

Cross-Functional & Departmental Support
* Provide backup support across Homeowner Services functions as needed
* Assist with sweat equity tracking and homebuyer education coordination
* Participate in homeowner meetings, dedications, and engagement events
* Support departmental administrative workflows

Safety Responsibilities
* Adhere to Habitat safety policies and procedures
* Promote safe practices at all Habitat locations and events
* Immediately report safety concerns or incidents
* Support safety investigations when applicable

Additional Responsibilities
* Perform other duties as assigned

Qualifications
* High School Diploma required; Associate’s or Bachelor’s degree preferred
* Experience in administrative support, coordination, financial documentation, or client-facing roles
* Nonprofit, housing, or lending experience preferred
* Familiarity with CRM/database systems (Salesforce or Homekeeper experience a plus; training provided)
* Proficiency with Microsoft Office Suite
* Valid driver’s license and reliable transportation
* Spanish language skills a plus

Knowledge, Skills & Abilities
* Strong attention to detail and documentation accuracy
* Excellent organizational and time-management skills
* Ability to manage multiple priorities and deadlines
* Strong written and verbal communication skills
* Ability to build positive relationships with diverse populations
* Ability to work independently and collaboratively
* Sound judgment and problem-solving skills
* Commitment to confidentiality, ethical conduct, and compliance

Core Competencies
* Mission & Ecosystem Mindset
* Ethical Conduct & Confidentiality
* Documentation & Compliance Orientation
* Relationship Stewardship
* Results Orientation
* Initiative & Adaptability
* Stress Management / Composure
* Diversity & Inclusion
* Reliability & Accountability


Compensation: $45,000 to $65,000

Those interested should apply via our website https://www.habitatchesapeake.org/careers/

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